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Navellier & Associates’s Erie Indemnity ERIE Stock Holding History

Navellier & Associates’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,610
Closed -$239K – 244
2020
Q1 		$239K Sell
1,610
-121
-7% -$19.5K 0.06% 200
2019
Q4 		$287K Sell
1,731
-53
-3% -$9.36K 0.05% 241
2019
Q3 		$331K Hold
1,784
– – 0.05% 213
2019
Q2 		$454K Buy
+1,784
New +$369K 0.07% 185

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Navellier & Associates's ERIE Position: Q2 2020 in Review

Navellier & Associates sold out of Erie Indemnity (ERIE) in Q2 2020, closing a stake of 1,610 shares — an estimated $239K sold.

Navellier & Associates first reported a position in ERIE in Q2 2019 and held it in 4 quarters. The position peaked at $454K in Q2 2019. 217 funds tracked by Wall St. Rank hold ERIE as of Q2 2020.

  • Navellier & Associates reported no remaining Erie Indemnity position as of Q2 2020 after selling out during the quarter.
  • Navellier & Associates sold 1,610 Erie Indemnity shares in Q2 2020, an estimated $239K.
  • Navellier & Associates first reported a position in Erie Indemnity in Q2 2019 and held it in 4 quarters.
  • Navellier & Associates's Erie Indemnity position peaked at $454K in Q2 2019.
  • 217 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2020.

Based on Navellier & Associates's 13F filing for Q2 2020, filed 12 Aug 2020.